13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001725362
申报总市值
US$3.2亿
US$3.2亿
69 檔
17.4%
在 Q1 2025 申报期间，Bell & Brown Wealth Advisors, LLC（CIK: 0001725362）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.2亿，共持有 69 个公开申报仓位。
在 Q1 2025，Bell & Brown Wealth Advisors, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 46 个既有持股进行加仓（合计增持 47 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Bell & Brown Wealth Advisors, LLC 的前 5 大核心持股（包含 AAPL, AVGO, LLY 等）合计占整体申报市值的 17.4%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 股票-科技 | 5.37% | +0.68% | +0.39% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 4.53% | -0.56% | -10.34% | |
| 3 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.40% | -0.32% | -7.44% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.89% | +0.72% | -2.68% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.55% | -0.38% | -1.20% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.47% | -3.07% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.25% | -0.05% | -0.14% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.07% | -0.59% | -0.09% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.90% | +0.08% | -1.02% | |
| 10 | QCOM | Qualcomm Inc | 股票-科技 | 2.73% | -0.05% | +1.56% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 2.57% | — | -1.13% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.51% | -0.07% | +0.16% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | +0.74% | +0.45% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 2.43% | +0.01% | +0.85% | |
| 15 | VLO | Valero Energy CORP | 股票-能源 | 2.21% | +1.29% | +2.15% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.06% | +0.16% | +1.28% | |
| 17 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 2.06% | +0.23% | +2.73% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.00% | -0.02% | +0.52% | |
| 19 | WMT | Walmart Inc | 股票-非周期性消费 | 1.96% | -0.09% | +3.74% | |
| 20 | FDX | Fedex CORP | 股票-工业 | 1.96% | -0.17% | +2.45% | |
| 21 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.90% | -1.95% | -3.63% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.88% | +0.37% | +2.50% | |
| 23 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.85% | +0.10% | +1.30% | |
| 24 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.84% | -0.15% | +1.45% | |
| 25 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.69% | -0.02% | +2.89% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 1.68% | -0.11% | +4.10% | |
| 27 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.65% | +0.19% | +21.86% | |
| 28 | AXP | American Express Co | 股票-金融 | 1.54% | -0.19% | +0.65% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.53% | +0.19% | +1.17% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 1.43% | -0.11% | +1.96% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 1.36% | -0.19% | +2.54% | |
| 32 | TSLA | Tesla Inc | 股票-周期性消费 | 1.34% | -0.16% | -4.60% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.33% | -0.11% | +3.20% | |
| 34 | AMGN | Amgen Inc | 股票-医疗保健 | 1.32% | +0.23% | +4.26% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.25% | +0.03% | +1.80% | |
| 36 | WMB | Williams Cos Inc | 股票-能源 | 1.20% | -0.07% | +6.11% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | +0.02% | +2.81% | |
| 38 | DFSEUR | Discover Financial Services | 股票-其他 | 1.18% | — | +0.34% | |
| 39 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.15% | -0.01% | +7.83% | |
| 40 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.05% | — | +2.42% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.01% | +0.03% | +3.27% | |
| 42 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.95% | -0.03% | +3.68% | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.85% | -0.18% | +6.52% | |
| 44 | UBER | Uber Technologies Inc | 股票-工业 | 0.85% | +0.02% | +82.40% | |
| 45 | NKE | Nike Inc -cl B | 股票-周期性消费 | 0.79% | -0.16% | +8.39% | |
| 46 | TGT | Target CORP | 股票-周期性消费 | 0.77% | +0.22% | +7.57% | |
| 47 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.73% | — | +2.46% | |
| 48 | CTVA | Corteva Inc | 股票-原材料 | 0.65% | -0.37% | EXIT | |
| 49 | TK | Teekay Corporation Ltd. | 股票-其他 | 0.51% | +0.27% | +4.08% | |
| 50 | NFLX | Netflix Inc | 股票-通信服务 | 0.50% | +0.05% | -1.42% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +0.8% | +0.52% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | +0.69% | 加仓 |
| 3 | UBER | Uber Technologies Inc | +0.5% | +82.40% | 加仓 |
| 4 | GLD | Spdr Gold Shares | +0.4% | +2.89% | 加仓 |
| 5 | OXY | Occidental Petroleum CORP | +0.4% | +21.86% | 加仓 |
| 6 | CVX | Chevron CORP | +0.4% | +2.50% | 加仓 |
| 7 | AMGN | Amgen Inc | +0.3% | +4.26% | 加仓 |
| 8 | VLO | Valero Energy CORP | +0.3% | +2.15% | 加仓 |
| 9 | RTX | Rtx CORP | +0.3% | +1.96% | 加仓 |
| 10 | KO | Coca-cola Co/the | +0.2% | +1.80% | 加仓 |
| 11 | WMB | Williams Cos Inc | +0.2% | +6.11% | 加仓 |
| 12 | SBUX | Starbucks CORP | +0.2% | +1.45% | 加仓 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.14% | 减仓 |
| 14 | CE | Celanese CORP | +0.2% | +152.23% | 加仓 |
| 15 | COST | Costco Wholesale CORP | +0.2% | +0.16% | 加仓 |
| 16 | MCD | Mcdonald's CORP | +0.2% | +3.20% | 加仓 |
| 17 | LLY | Eli Lilly & Co | +0.2% | -7.44% | 减仓 |
| 18 | QCOM | Qualcomm Inc | +0.2% | +1.56% | 加仓 |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +3.68% | 加仓 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | +3.27% | 加仓 |
| 21 | WFC | Wells Fargo & Co | +0.1% | -1.13% | 减仓 |
| 22 | PEP | Pepsico Inc | +0.1% | +7.83% | 加仓 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | +2.81% | 加仓 |
| 24 | WMT | Walmart Inc | +0.1% | +3.74% | 加仓 |
| 25 | C | Citigroup Inc | +0.1% | +6.52% | 加仓 |
| 26 | GE | General Electric | +0.1% | +0.27% | 加仓 |
| 27 | CTVA | Corteva Inc | +0.1% | -4.23% | 减仓 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.89% | 减仓 |
| 29 | DFSEUR | Discover Financial Services | +0.1% | +0.34% | 加仓 |
| 30 | 6D8 | Dupont De Nemours Inc | +0.1% | +2.42% | 加仓 |
| 31 | BA | Boeing Co/the | 0% | +0.85% | 加仓 |
| 32 | IBRX | Immunitybio Inc | 0% | +41.79% | 加仓 |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 0% | +15.00% | 加仓 |
| 34 | NFLX | Netflix Inc | 0% | -1.42% | 减仓 |
| 35 | META | Meta Platforms Inc-class A | 0% | -2.68% | 减仓 |
| 36 | V | Visa Inc-class A Shares | 0% | +6.21% | 加仓 |
| 37 | VZ | Verizon Communications Inc | 0% | -3.10% | 减仓 |
| 38 | TK | Teekay Corporation Ltd. | 0% | +4.08% | 加仓 |
| 39 | HD | Home Depot Inc | 0% | +2.54% | 加仓 |
| 40 | NOC | Northrop Grumman CORP | 0% | -0.82% | 减仓 |
| 41 | LOW | Lowe's Cos Inc | — | +0.46% | 加仓 |
| 42 | GEV | GE Vernova Inc | — | -3.02% | 减仓 |
| 43 | RIVN | Rivian Automotive Inc-a | — | — | 不变 |
| 44 | GS | Goldman Sachs Group Inc | 0% | -0.09% | 减仓 |
| 45 | MS | Morgan Stanley | 0% | +0.49% | 加仓 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | 0% | -6.02% | 减仓 |
| 47 | IOSP | Innospec Inc | 0% | — | 不变 |
| 48 | EIX | Edison International | 0% | — | 不变 |
| 49 | NKE | Nike Inc -cl B | 0% | +8.39% | 加仓 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +0.05% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Bell & Brown Wealth Advisors, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.2亿，共申报了 69 个公开持股仓位。
在 Q1 2025 季度，Bell & Brown Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (5.4%)、AVGO (4.5%)、LLY (4.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
JNJ
市值: US$22.1万
本季最大获利了结 / 清仓标的
RDNT
前期市值: US$21.0万
在 Q1 2025 季度中，Bell & Brown Wealth Advisors, LLC 共进行了 69 项持仓异动，包含新建仓 1 个仓位、加仓 46 个仓位、减仓 19 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 JNJ。 本季清仓仓位包含 RDNT。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。